Wealth Manager

Creative Planning; City of Rochester (NY); On-site; USD 90,000 - 210,000; Full time

Job summary

Creative Planning in Rochester, NY seeks a Wealth Manager to work directly with clients to develop and implement strategies addressing financial, investment, insurance, tax and estate planning needs. You will lead business development and client retention, serving as the primary point of contact for client relationships and service delivery.

The role requires translating complex topics into clear guidance, presenting services effectively, and collaborating with specialists to grow the local

Qualifications

• 7 years financial services experience including direct sales with investment clients
• Ability to present complex financial topics to clients accurately
• Bachelor's degree in finance, business or marketing

Responsibilities

• Serve as the primary point of contact for wealth management clients
• Assist in the creation, delivery, execution and management of complex financial plans
• Increases market share in their local market
• Maintains a positive attitude and willingness to adapt in a rapidly changing environment
• All other duties as assigned

Skills

Client relations

Sales experience

Financial planning

Investment knowledge

Communication

Education

Bachelor's degree in finance, business or related field

Tools

MS Word

Excel

PowerPoint

Job description

The Wealth Manager works directly with clients to develop and implement strategies to address their financial, investment, insurance, tax and estate planning needs. They are responsible for business development and client retention. The Wealth Manager is the point person for all client relationships and must have the ability to present the services offered by Creative Planning in a clear and concise manner.

JOB DUTIES

• Serves as the primary point of contact for wealth management clients
• Assist in the creation, delivery, execution and management of complex financial plans
• Increases market share in their local market
• Maintains a positive attitude and willingness to adapt in a rapidly changing environment
• All other duties as assigned

REQUIRED EXPERIENCE / QUALIFICATIONS

• 7 years financial services experience including direct sales with investment clients Solid knowledge and ability to present complex financial topics to clients
• Ability to handle highly detailed work with a great degree of accuracy
• Bachelor's degree, preferably in a related field such as finance, business or marketing

PREFERRED EXPERIENCE / QUALIFICATIONS

• 10 or more years financial services experience to including direct sales with investment clients
• Graduate degree consisting of JD, MBA or CPA

TECHNICAL SKILLS

• Proficiency in MS Word, Excel and PowerPoint
• Understanding of mobile operating systems such as Android or IOS
• Ability to adapt and integrate new technology quickly